Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
PVAMC
6051
PPS&V Asset Management Consultants
Michigan
$131M +$14.7M +13% 41
LAM
6052
Lummis Asset Management
Texas
$131M 174
FW
6053
Fairway Wealth
Ohio
$131M 74
DWM
6054
Defined Wealth Management
Oregon
$131M +$13.4M +11% 103
BGA
6055
Battery Global Advisors
Massachusetts
$131M 41
BAG
6056
Bridgewealth Advisory Group
California
$131M +$49.1M +60% 84
KAM
6057
Kopion Asset Management
Texas
$130M +$18.3M +16% 19
SC
6058
Seldon Capital
California
$130M +$23M +21% 63
JHWEPV
6059
J.H. Whitney Equity Partners VII
Connecticut
$130M +$72.5M +125% 1
FHWM
6060
Fox Hill Wealth Management
Massachusetts
$130M 138
APS
6061
American Planning Services
Florida
$130M -$20.1M -13% 49
RCF
6062
Rainwater Charitable Foundation
Texas
$130M +$9.4M +8% 6
DC
6063
Darrow Company
Massachusetts
$130M +$16.1M +14% 40
VBWMG
6064
Von Berge Wealth Management Group
California
$130M +$13.1M +11% 70
JPC
6065
Jabodon PT Co
Nevada
$130M +$67.8M +109% 4
CIM
6066
Caldwell Investment Management
Ontario, Canada
$130M +$27.3M +27% 38
EA
6067
Echo45 Advisors
California
$130M +$12M +10% 48
CCG
6068
Catalina Capital Group
California
$130M 174
FPW
6069
Flagship Private Wealth
Massachusetts
$130M +$16.3M +14% 83
PWA
6070
Pillar Wealth Advisors
Pennsylvania
$130M +$14.3M +12% 72
PPA
6071
Painted Porch Advisors
California
$130M 49
PMAM
6072
Penn Mutual Asset Management
Pennsylvania
$130M +$23.1M +22% 92
BFM
6073
Broadview Financial Management
Wisconsin
$130M +$21.5M +20% 40
ALWM
6074
Andrews Lucia Wealth Management
California
$130M +$13.3M +11% 29
WWM
6075
Westwood Wealth Management
California
$130M +$1.84M +1% 38